How to Manually Add a Task to a Student

How to Manually Add a Task to a Student

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Overview

In this tutorial, will guide you through the process of manually adding a task to a student in the Student Management System (SMS).

Notes
Step Tutorial

1. From the sidebar menu, go to Students > search and select a student > go to Tasks tab > then click Add Task button.


2. In the task modal, fill in the following information:

  • Template – Select a task template from the dropdown list, if available. If you select a template, some fields in this task will be populated with the details from the selected task template.
  • Title – Enter a title for your task.
  • Description – Enter a description for your task.
  • Checklist – Attach a checklist if applicable.
  • Due Date – Set a due date to specify when the task needs to be completed.
  • Assign Users – Assign users who would complete the task. This can be a specific user within your organisation. Otherwise, you can leave this as blank.
  • Assign Organisational Units – Assign organisational units by selecting from the dropdown list. This can be left empty if you have already selected specific users to complete the task.
  • All Individuals Must Complete – Turn on the toggle if all individuals must complete the task.

Once done, click Add.


A prompt confirming the successful creation of the task will appear. Click OK to close it.

3. If you wish to edit, delete, or view an existing task, click the Action button.



And that’s how to manually add a task to a student in the SMS!


Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.
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